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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,835 | $183,539-18.4% | $155,556-3.7% | $145,897+2.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.06% | 61.31%-50.2pp | 64.84%-53.8pp | 552.29%-541.2pp |
| Employer contribution / active EE | $3,251 | $5,315-38.8% | $4,675-30.5% | $4,663-30.3% |
| Participant deferral / active EE | $8,082 | $6,467+25.0% | $5,631+43.5% | $6,689+20.8% |
| Admin fee / account holder | $3,335 | $19,275-82.7% | $15,885-79.0% | $13,390-75.1% |